Dec 26, 2022
Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners.
My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners?
There are 5 key things that prevent financial advisors from being successful. Making any of these mistakes cripples your success.
That’s the bad news.
The good news?
Once you know what these mistakes are, it’s easy to reverse them and unlock more wealth than you thought possible.
The best news?
In this episode, I reveal each of these 5 mistakes—and give you a simple way to fix them.
Listen now.
Show highlights include:
- Why a scarcity mindset “costs” you more wealth than going out and buying outlandish material goods (3:22)
- How Eve fell into the sneaky “Serpent Trap” in the Garden of Eden (and how you may be falling for this trap today in your business) (4:22)
- The instant “10x Happiness” mindset shift that increases your joy by tenfold—at the bare minimum! (6:56)
- The single biggest goal-setting mistake financial advisors make which forever keeps their goals out of reach (8:13)
- How not believing in yourself can actually magnetizes success towards you (11:52)
- Why your fear is the biggest threat to your financial security and success (and how to obliterate it) (16:08)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.
Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html